Natural leader experienced in driving great team successes by coaching and motivating team members to increase financial profitability, operational efficiency and customer satisfaction. Record of performance in meeting organizational objectives. Excellent interpersonal skills, to work well with others, in both supervisory and support staff roles.
Overview
11
11
years of professional experience
Work History
Client Service Manager III, Commercial Lines
Arthur J. Gallagher
- 01.2025
Manages a portfolio of complex commercial accounts, providing comprehensive support to producers and clients.
Completed early training as a Learning Champion and assisted in the transition from legacy systems.
Continues to provide one-on-one support to specific colleagues after system transition.
Team Lead, Commercial Lines
Cadence Insurance (BXS Insurance)
01.2015 - 01.2025
Managed a portfolio of complex commercial accounts, collaborating with multiple producers.
Provided comprehensive support to account associates and managers transitioning into client-facing roles, facilitating their development and integration into the team.
Designed and implemented targeted training focusing on specific coverages, procedures, and essential tasks such as prioritizing workloads, managing multiple accounts, and maintaining professional communication with colleagues, clients, and carrier personnel.
Account Executive 2021-2023
Independently managed commercial accounts to deliver tailored solutions and establish client satisfaction.
Assisted producers with account management on complex accounts to provide optimal client experience.
Implemented the ARC Church Program, developing custom applications, forms, and processes to meet the unique needs of religious organizations.
Collaborated with producers in discussions with carriers to create custom insurance packages, aligning coverage with client requirements.
Supported outreach initiatives, including cold calling and presentations at trade shows, to engage potential clients and generate leads.
Led the training of team members, facilitating their learning and development, and implementing changes to improve program performance and enhance efficiency.
Senior Commercial Lines Account Manager 2021
Provided account management support for the most complex accounts, including captive accounts.
Developed and implemented policies and procedures for improving service to clients.
Commercial Lines Account Manager 2016-2021
Provided comprehensive administrative support for a diverse portfolio of complex commercial accounts, including captive accounts, ensuring seamless operations and client satisfaction.
Obtained and analyzed underwriting information for new and renewal accounts, and assisted producers in finalizing coverage options.
Served as the primary point of contact for clients, vendors, and carriers, addressing inquiries and facilitating communication to maintain strong professional relationships.
Managed billing and invoicing processes, verifying accuracy in accordance with agency policies and client agreements.
Approached markets on behalf of insurance agents to place new and renewal insurance coverages, analyzing account characteristics to determine appropriate coverage options.
Monitored accounting issues, coordinating with clients and carriers to resolve discrepancies and secure timely payments.
Associate Broker 2010-2014
Supported two Brokers in approaching markets to place new and renewal insurance coverages, analyzing account characteristics to determine appropriate coverage options and ensuring competitive pricing.
Assisted Brokers in meeting and exceeding production goals by identifying new business opportunities and contributing to the development of client relationships.
Conducted market research to identify trends and opportunities, providing Brokers with insights to inform strategic decisions.
Broker Assistant 2005-2010
Monitored accounting issues across all accounts, to guarantee timely and accurate billing by addressing discrepancies promptly.
Reviewed and verified files for accuracy and completeness, ensuring compliance with internal standards and regulatory requirements.
Guaranteed the accuracy of policies, endorsements, and cancellations, coordinating with underwriters and carriers to resolve any discrepancies.
Spearheaded the implementation of the ImageRight paperless system for the Brokerage Department, streamlining document management and enhancing operational efficiency.
Education
Certified Insurance Counselor - CIC
01.2018
Professional Insurance Account Manager - PIAM
Central Insurance School
01.2013
Certified Professional Insurance Woman - CPIW
International Association of Insurance Professionals
01.2011
Certified Insurance Service Representative - CISR
01.2007
BBA - Risk Management, Insurance and Financial Planning